Contact

Personal Records Change

Many life events require you to make
changes to your personal records. You may need to change your name
or address or designate a new beneficiary. The following outlines
steps to consider when you have a “life event” and want to change your
personal records.

If you have any questions, call
Employee
Benefits Office at 237-4151 or 237-4150. You can also obtain
information about your benefits online at the Human Resources / Employee
Benefits web site through
http://www.indstate.edu/humres/staff-benefits/.

1.Notify Human
Resources / Employee Benefits Office. Complete the
change of address form and send to
Human Resources. You may stop by our office or you can email your change
to mailto:Nancy.Hauger@indstate.edu The university’s information on
Banner system will be changed. The Employee Benefits Office will change
your address with your health, dental and prescription drug card
carriers.

2.Complete an
address change form
for your retirement plan or you can change your address online.

3.Beneficiary
change form for Life insurance or Retirement programs should be
completed if your address change also affects your beneficiary’s
addresses.

4.Complete a
new State tax form if you move to a different county. (WH-4
for
state taxes is available from the payroll office.)

2.Complete a
new beneficiary change form for Life and/or Retirement if applicable.

3.If spouse (or
any other new eligible dependents) is to be added to your health,
dental, and prescription drug card plan, complete an
enrollment form as soon as
possible, but no later than 31 days after your marriage and send the
completed form to Employee Benefits. (You will need a
copy of the marriage certificate. and/or birth certificates for other
new eligible dependents) If change request is not made within the first
31 days, you will not be eligible to add your spouse or new dependent to
our coverage until the next open enrollment in November for a January
1st of the following year effective date.

4.If spouse is
to be added to your existing Vision plan Complete the
Vision application and return to
Staff Benefits as soon as possible, but no later than 31 days after your
marriage.

5.If you wish
to add your spouse to your Voluntary Life plan, complete an
enrollment
form for the Voluntary Life plan.

7.
If Your Name Changes – Contact
the local Social Security Administration office to change your name on
your Social Security card and records. You will need to complete
the
Name Change Form and return
the completed form to Human Resources along with a copy of the corrected
social security card to change employment records .

6.Consider
changing your tax-withholding amount. Forms are available from
your payroll department.
(W-4
form for federal taxes and
WH-4 for
state taxes)

7.
If Your Name Changes – Contact
the local Social Security Administration office to change your name on
your Social Security card and records. You will need to complete
the
change of name formand return it
to Human Resources along with a copy of the corrected social security
card and a copy of your marriage license to change employment records.

1.Talk to your
supervisor and/ or Human Resources if you would like to arrange a leave
of absence.

2.You may be
eligible under the Family Medical Leave Act. Request application
and information from Human Resources / Employee Benefits Office at
237-4117.

3.If you want
to add your child to your health, dental and prescription drug card
plan, complete
an
enrollment form as soon as
possible, but no later than 31 days of the birth, adoption or placement
for adoption. If you do not add your child in the first 31 days, you
may not be eligible to add your child to the coverage until Open
Enrollment in November for a January 1st of the following year effective
date.

4.Consider
enrolling your child for voluntary life coverage.

5.Consider
updating your beneficiary designation for your life insurance and
retirement program and complete the forms provided by the Employee Benefits
Office.

6.Consider
enrolling your child in the vision plan.

7.Complete an
Employee’s Withholding Allowance Certificate (W-4
form for federal taxes and
WH-4 for
state taxes) if you want to change your income
tax withholding amount. Forms are available from the Payroll
office or Employee Benefits Office.

1.Health
Coverage will end December 31st of the year the child turns
26. Contact the Employee Benefits office and
complete an enrollment form to delete
your dependent child from the health coverage if they enroll in group health coverage with
their employer. Coverage will be
deleted effective with the date the other coverage begins. Once
notified, your child will be removed from your coverage and be offered
coverage under the COBRA plan.

2.Voluntary
Life Coverage will cover dependent children through age 21 or through
age 25 if full-time student. Children must be unmarried and living
in your home. Dependents who are full-time members of the armed
forces are not eligible for coverage. Notify the Human Resources /
Employee Benefits office in writing if your dependent child gets married;
is 21 or older and not a full-time student or the end of the
year when the child is 25 years old or joins the armed forces full-time.
Coverage will be terminated.

3.Complete an
Employee’s Withholding Allowance Certificate
(W-4
from for federal and
WH-4 for state) if you want to change your income tax withholding amount.
Forms are available from the Payroll department, online..